Fiduciary advisors in Troy, MI

Troy, Michigan

City Center Financial, LLC is an investment advisory firm in Troy, Michigan. Services include Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.2-star rating from 9 Google reviews.

Troy, Michigan

Financial Services of America is a fiduciary advisory firm based in Troy, Michigan, with additional offices in Brighton, Chesterfield, Farmington Hills, and Okemos. The firm provides estate planning, retirement planning, and related services including legacy planning and annuity guidance, using an integrated planning process called the FSA CARES system. Led by Founder and CEO Richard D. James, the firm works with clients to develop comprehensive financial strategies that address investments, insurance, taxes, and family succession planning across the client's full financial picture.

Troy, Michigan

Gibson & Company Private Wealth Advisors is an investment advisory firm in Troy, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Troy, Michigan

Insurance-Based

Great Lakes Financial Group of Prudential Financial is an insurance-based firm in Troy, Michigan. Services include Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Troy, Michigan

Hinkson Wealth Management, LLC is an investment advisory firm in Troy, Michigan. Services include Estate Planning, Financial Planning, Insurance Analysis, Investment Management, Retirement Planning, and Tax Planning. The firm specializes in Insurance Planning and Tax Strategy. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 65 Google reviews.

Troy, Michigan

LaMacchio Financial Group is a Troy, Michigan–based financial advisory firm serving individuals, couples, families, business owners, and estates. The firm provides goals-driven planning and investment management alongside services in retirement planning, estate planning, income tax planning, and cash flow analysis. Operating as a fiduciary to advisory clients, LaMacchio emphasizes customized financial planning informed by clear communication and regular progress reviews, with flexible meeting options and optional concierge services available.

Troy, Michigan

Route Financial Group, based in Troy, Michigan, was founded by Loran Coffman and provides financial planning and advisory services with a focus on understanding clients' values and life goals alongside their financial objectives. The firm operates as a fiduciary and partners with RFG Advisory, which offers technology, compliance, and operational support across all 50 states and manages over $5.4 billion in assets. Route Financial Group serves clients across life stages, including those approaching retirement and business owners, using a collaborative planning process that emphasizes long-term strategy and ongoing communication.

Troy, Michigan

Stonebridge Financial Partners is an investment advisory firm in Troy, Michigan. Services include Estate Planning and Financial Planning. The firm specializes in Investment Management and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Troy, Michigan

StraightLine is a Troy, Michigan-based financial advisory firm that provides financial planning and investment management services, operating under a fiduciary standard. The firm specializes in managing employer-sponsored retirement plans alongside IRAs, employing a goals-based planning approach and maintaining a fee-only model without incentives to move assets between account types. Led by principals including Mike Bisaro (President & CEO) and other advisors with combined decades of experience, StraightLine serves both individual and institutional clients, including employees of major corporations and universities.

Troy, Michigan

TM Advisors is a Troy, Michigan-based firm offering investment management and wealth management services. The firm employs CPAs and CFPs to structure client portfolios aligned with growth, income, and capital preservation objectives, and provides tax planning and mergers and acquisitions advisory services. The firm also sources alternative investments in private real estate, infrastructure, equity, and credit strategies.

Troy, Michigan

The Burzynski Group is a family-owned firm in the Troy, Michigan area that has served Metro Detroit families for over three decades, focusing on financial planning, insurance analysis, and retirement planning. The firm works with individuals approaching or in retirement to develop income and preservation strategies using their Roadmap for Retirement process. Led by Brett Burzynski, the firm emphasizes fee transparency and operates independently to offer customized products and services for retirement-focused clients.

Troy, Michigan

Western & Southern Life is an investment advisory firm in Troy, Michigan. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.